Relationship Banker (Santa Rosa Experience Center) - First Tech Credit Union : Job Details

The Relationship Banker is a frontline financial partner (financial M - Ds) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, youll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. Youll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams. Primary Responsibilities: Quickly process routine financial transactions for members including deposits and withdrawals, loan payments, and cashiers checks, while ensuring regulatory compliance and adherence to internal procedures Establish and maintain member deposit and loan accounts Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate Proactively identify and recommend the best products and servic...Relationship Banker, Relationship, Banker, Experience, Financial, Banking, Business Services